The J.M. Smucker Company (SJM) Stock Rating & Analysis

J.M. Smucker is a packaged food company selling primarily through the US retail channel (73% of fiscal 2025 revenue came from its retail pet foods, coffee, and frozen handheld/spreads segments), with the remainder from sweet baked snacks (via the Hostess acquisition) and international, mainly Canada. Retail coffee is its largest category (32% of sales), with the Folgers and Dunkin' brands, while pet foods (19% of sales) includes brands such as Milk-Bone and Meow Mix.